AG
SR icon

AlphaSimPlex Group’s Spire SR Stock Holding History

AlphaSimPlex Group’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,753
Closed -$432K – 299
2020
Q4 		$432K Buy
6,753
+699
+12% +$42.6K 0.15% 235
2020
Q3 		$322K Buy
6,054
+2,427
+67% +$145K 0.15% 245
2020
Q2 		$238K Buy
+3,627
New +$258K 0.18% 201

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AlphaSimPlex Group's SR Position: Q1 2021 in Review

AlphaSimPlex Group sold out of Spire (SR) in Q1 2021, closing a stake of 6,753 shares — an estimated $432K sold.

AlphaSimPlex Group first reported a position in SR in Q2 2020 and held it in 3 quarters. The position peaked at $432K in Q4 2020. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • AlphaSimPlex Group reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • AlphaSimPlex Group sold 6,753 Spire shares in Q1 2021, an estimated $432K.
  • AlphaSimPlex Group first reported a position in Spire in Q2 2020 and held it in 3 quarters.
  • AlphaSimPlex Group's Spire position peaked at $432K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on AlphaSimPlex Group's 13F filing for Q1 2021, filed 12 May 2021.